As we get closer to the 2020 US Presidential Election, this paper provides a primer on how equity markets and politics interact.
The environment resulting from COVID-19 is unprecedented in many ways. While historical analysis remains useful in this period, we have reorganised some of our research efforts into six different categories to assess development in this unique period.
Low carbon strategies are growing in demand, demonstrating the growing opportunities that exist. For investors that are facing the possibility to divest from carbon, we highlight how to construct a carbon divestment strategy and the ways we integrate low-carbon themes into our process.
Following a multi-year stretch of almost uninterrupted outperformance, some investors question whether the Technology sector is in a position similar to the late 1990s Tech Bubble, pointing to lofty valuations as evidence.
In our 2018 forecast, we explained our view that long-term interest rates should remain benign—not rise in lockstep with short-term rate hikes, as many assume they will. Investors thought rates would skyrocket last year, too, but after the Fed hiked three times, long rates ended the year lower.
In October 2017, the Federal Reserve began the process of unwinding its balance sheet. It will now begin to let a portion of the long-term Treasuries and mortgage-backed securities mature off its balance sheet without reinvesting the proceeds.
Fisher Investments Australia offers a variety of Global, Non-US, and US Equity strategies for institutional investors. FIA delegates portfolio management to its parent company, Fisher Investments, a money management firm in the US founded in 1979 by investment guru Ken Fisher. Today, Fisher Investments and its affiliates oversee more than $135 billion* in assets for over 75,000 private clients and 175 institutional clients globally.* Founder Ken Fisher’s “Portfolio Strategy” column for Forbes ran from 1984 through 2016, making him the longest continually running columnist in the magazine’s 90+ year history. He has also authored several New York Times bestsellers on finance and investing. (*As of 9/30/20)
For your reference, Fisher Investments Australasia is an investment manager located in Sydney. The parent company, Fisher Investments, is based in the United States, and manages assets for large institutional clients around the world.